Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$125M
3
+$120M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$145M
3
+$120M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$83.3M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3601
$2K ﹤0.01%
27
-565
3602
$2K ﹤0.01%
+336
3603
$2K ﹤0.01%
63
-4
3604
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88
+3
3605
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122
+32
3606
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212
-352
3607
$2K ﹤0.01%
+92
3608
$2K ﹤0.01%
+52
3609
$2K ﹤0.01%
+25
3610
$2K ﹤0.01%
38
-51
3611
$2K ﹤0.01%
159
-584
3612
$2K ﹤0.01%
80
3613
$2K ﹤0.01%
48
+21
3614
$2K ﹤0.01%
92
+8
3615
$2K ﹤0.01%
149
+49
3616
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+87
3617
$2K ﹤0.01%
191
-392
3618
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+58
3619
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158
3620
$2K ﹤0.01%
49
+11
3621
$2K ﹤0.01%
79
-90
3622
$2K ﹤0.01%
+1,072
3623
$2K ﹤0.01%
200
-11
3624
$2K ﹤0.01%
100
3625
$2K ﹤0.01%
411
143 144
145
146 147